Anne Zavaglia, CFP®

Anne enjoys working with clients to help them achieve their goals. As a Financial Planner at Beacon Hill, her focus is on the development and implementation of financial planning and investment strategies with our private wealth clients. Anne also provides on-site education for participants in our managed corporate retirement plans.

Anne is a graduate of the Ohio State University with a bachelor of arts in Italian and Music. She received her Executive Certificate in Financial Planning from the Fisher College of Business in 2015. Anne obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2018. Prior to working in financial services, Anne ran her family’s music store, and was a mortgage loan officer.

Outside of the office, Anne plays the violin with the New Albany Symphony Orchestra, Metropolitan Chamber Orchestra, Opera Project Columbus, Westerville Symphony, Greater Columbus Community Orchestra, and the Worthington Chamber Orchestra. She also serves as Treasurer for the Greater Columbus Community Orchestra.

Full Curriculum Vitae available upon request

You can email Anne at Anne@BHadvisory.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.